Purchases and Sales Made in Q4 2021 in Ishares Trust Ishares 1 5 Year (IGSB)
This table provides information about the institutional ownership of Ishares Trust Ishares 1 5 Year (IGSB) during Q4 2021. The information is specifically focused on institutions that hold shares of ISHARES TRUST ISHARES 1-5 YEAR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2022
Q4 2021
|
First Affirmative Financial Network
|
BUY
|
- |
576+ 9.56% |
$31K - $31.5K
|
6.6K
$342K
|
|
|
Jan 26, 2022
Q4 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
569+ 5.24% |
$30.6K - $31.1K
|
11.4K
$593K
|
|
|
Mar 11, 2022
Q4 2021
|
City Holding CO
|
BUY
|
- |
560+ 97.39% |
$30.1K - $30.6K
|
1.14K
$58.8K
|
|
|
Feb 01, 2022
Q4 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
518+ 1.42% |
$27.9K - $28.3K
|
37.1K
$1.92M
|
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
517+ 9.36% |
$27.8K - $28.3K
|
6.04K
$313K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
483+ 44.6% |
$26K - $26.4K
|
1.57K
$81.2K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
440New |
$23.7K - $24.1K
|
440
$22.8K
|
|
|
Jan 05, 2022
Q4 2021
|
Chesley Taft & Associates LLC
|
BUY
|
- |
435+ 0.39% |
$23.4K - $23.8K
|
112K
$5.79M
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
417New |
$22.4K - $22.8K
|
417
$21.6K
|
|
|
Jan 10, 2022
Q4 2021
|
Summit Financial Group, Inc.
|
BUY
|
- |
400+ 0.64% |
$21.5K - $21.9K
|
62.7K
$3.25M
|
|
|
Feb 15, 2022
Q4 2021
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
381New |
$20.5K - $20.8K
|
381
$19.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
362New |
$19.5K - $19.8K
|
362
$18.8K
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
350New |
$18.8K - $19.1K
|
350
$18.1K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
347New |
$18.7K - $19K
|
347
$18K
|
|
|
Jan 28, 2022
Q4 2021
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
335+ 0.83% |
$18K - $18.3K
|
40.9K
$2.12M
|
|
|
Feb 07, 2022
Q4 2021
|
Oakworth Capital, Inc.
|
BUY
|
- |
322+ 12.01% |
$17.3K - $17.6K
|
3K
$156K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
300+ 555.56% |
$16.1K - $16.4K
|
354
$18.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
253+ 0.36% |
$13.6K - $13.8K
|
70K
$3.63M
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
252+ 27.13% |
$13.6K - $13.8K
|
1.18K
$61.2K
|
|
|
Jan 31, 2022
Q4 2021
|
Kanawha Capital Management LLC
|
BUY
|
- |
250+ 0.51% |
$13.5K - $13.7K
|
49.5K
$2.56M
|
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
240New |
$12.9K - $13.1K
|
240
$12.4K
|
|
|
Feb 09, 2022
Q4 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
230New |
$12.4K - $12.6K
|
230
$11.9K
|
|
|
Jan 31, 2022
Q4 2021
|
Financial Life Advisors
|
BUY
|
- |
224+ 1.33% |
$12.1K - $12.2K
|
17.1K
$887K
|
|
|
Feb 04, 2022
Q4 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
219+ 4.99% |
$11.8K - $12K
|
4.6K
$239K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
202+ 10.33% |
$10.9K - $11K
|
2.16K
$112K
|
|
|
Dec 19, 2024
Q4 2021
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
200+ 1.56% |
$10.8K - $10.9K
|
13.1K
$677K
|
|
|
Feb 10, 2022
Q4 2021
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
197New |
$10.6K - $10.8K
|
197
$10.2K
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
193New |
$10.4K - $10.5K
|
193
$10K
|
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
193New |
$10.4K - $10.5K
|
193
$10K
|
|
|
Feb 07, 2022
Q4 2021
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
184+ 2.02% |
$9.9K - $10.1K
|
9.28K
$481K
|
|
|
Jan 18, 2022
Q4 2021
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
181+ 0.53% |
$9.74K - $9.89K
|
34.3K
$1.78M
|
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
BUY
|
- |
175+ 2.22% |
$9.42K - $9.57K
|
8.06K
$418K
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
167+ 1.7% |
$8.99K - $9.13K
|
9.97K
$517K
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
160+ 3.43% |
$8.61K - $8.75K
|
4.83K
$250K
|
|
|
Feb 14, 2022
Q4 2021
|
Caprin Asset Management LLC
Henrico, VA |
BUY
|
- |
159+ 1.28% |
$8.56K - $8.69K
|
12.6K
$653K
|
|
|
Feb 07, 2022
Q4 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
150+ 3.53% |
$8.07K - $8.2K
|
4.4K
$228K
|
|
|
Feb 10, 2022
Q4 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
150+ 0.76% |
$8.07K - $8.2K
|
19.8K
$1.03M
|
|
|
Feb 14, 2022
Q4 2021
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
145+ 0.24% |
$7.8K - $7.93K
|
60.5K
$3.13M
|
|
|
Feb 10, 2022
Q4 2021
|
Excalibur Management Corp
|
BUY
|
- |
145+ 0.45% |
$7.8K - $7.93K
|
32.7K
$1.69M
|
|
|
Jan 21, 2022
Q4 2021
|
Windsor Group LTD
|
BUY
|
- |
143+ 3.24% |
$7.7K - $7.82K
|
4.55K
$236K
|
|
|
Feb 03, 2022
Q4 2021
|
Savior LLC
|
BUY
|
- |
139+ 1737.5% |
$7.48K - $7.6K
|
147
$7.62K
|
|
|
Jan 20, 2022
Q4 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
138+ 17.47% |
$7.43K - $7.54K
|
928
$48.1K
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
137New |
$7.37K - $7.49K
|
137
$7.1K
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
135+ 0.28% |
$7.27K - $7.38K
|
48K
$2.49M
|
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
104New |
$5.6K - $5.68K
|
104
$5.39K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
103+ 6.27% |
$5.54K - $5.63K
|
1.75K
$90.5K
|
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
100+ 0.09% |
$5.38K - $5.47K
|
105K
$5.47M
|
|
|
Jan 13, 2022
Q4 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
94+ 15.67% |
$5.06K - $5.14K
|
694
$36K
|
|
|
Feb 14, 2022
Q4 2021
|
Win Advisors, Inc
|
BUY
|
- |
91New |
$4.9K - $4.97K
|
91
$4.72K
|
|
|
Jan 13, 2022
Q4 2021
|
Apella Capital, LLC
|
BUY
|
- |
84+ 0.68% |
$4.52K - $4.59K
|
12.4K
$644K
|